Release Notes - Version 20.05.01

Overview:

Version 20.05.01 is live on June 8, 2020. This is a major new release. The primary new features are:

1. Simplified Main Menu and Faster Navigation.
2. New Transfer Request and Transfer Fulfillment features. 
3. New Cost Alerts features.
4. New Receiving Variance (compare an invoice receipt to the original order). 

More detail on each new feature follows:

New Menu and Faster Navigation:

Over the last year, the COGS-Well product team has added numerous new features to the product.  The result is that the original main menu became crowded and it could be challenging to find and navigate to certain features. 

We have simplified the Menu by organizing features by their functional purpose, within each primary function menu (Inventory, Recipes & Sales, Company, and Tools). An example of the new Inventory Main Menu is below:

We have also used shorter names for features, where possible, so the feature menus are not as wide and there are fewer words to read when you select a feature.  An example of the features under Inventory Entry is below:

Please note that the Menu changes apply to the COGS-Well primary menu.  Any user that has been assigned the primary menu will see the new Menu. Any user that has been assigned a unique user menu, however, will still see the same user menu.  The only change for a user using a user menu will be the shortened feature names. 

We believe that you will easily be able to adapt to the new main menu and the primary sub-menus as well as the minor changes in terminology that have been implemented in the menu features. For complete detail on all of the changes, please click this link: Menu & Navigation Changes.

New Transfer Request and Transfer Fulfillment:

The new "Request Transfer" feature provides a site that needs an item, a method to request it from another site. The site receiving the request will receive a notification in the alerts area if their dashboard that it has a transfer request to fulfill.  

The site receiving the transfer request will have a new "Fulfill Transfer" feature that enables them to bring up the request, make any modifications, and then fulfill the request. When this site fulfills the request, the site that initiated the request receives an alert that the transfer requires approval.  

Below is the new Inventory Menu.  Please note that transfers and transfer approvals were enabled in the Company Settings feature:

For detailed information about the new "request transfer" and "fulfill transfer" features, please see these links: Request Transfer, Fulfill Transfer.

New Cost Alerts Features:

The new "Cost Alerts" features will alert you about cost changes for inventory items and report on the changes. You can set "trigger percentages" for the percentage amount of change that triggers the alert. Cost alerts will show up on your dashboard as shown below:

The value column indicates the number of inventory items that have a cost alert. Clicking on the ">" will take you to the Cost Alerts Report and the report will automatically run and display the item or items that have a cost alert.  

Cost Alerts Report: The Cost Alerts report will list all items that meet your criteria for creating cost alerts. Below is an example of the report:

For detailed information on Cost Alerts, please see these links: What are Cost Alerts? and Cost Alerts Report.

New Receiving Variance: 

The new Receiving Variance features will compare an order to an invoice to capture any differences between the quantity or price of an item or items when they are received versus when they were ordered. 

Orders must be entered into COGS-Well via the enter orders feature in order for the receiving variance features to work. 

Variances can be reported for inventory item quantities, costs, or both. Variances amounts (the percentage change) can be utilized to filter the items that show up on the report. Below is an example of the Receiving Variance Report: 

For detailed information on the receiving variance, please click on these links: What is Receiving Variance? The Receiving Variance Report.

Invoices are typically digitally imported, but they can also be entered manually via the receiving process. 

Other New Features:

• The Menu Engineering Report now has the option to report using the sales item price you have entered for a recipe item that is sold versus the price that is imported from your POS.